We are live on ! Find out more
ABBV icon

AbbVie

3,139 hedge funds and large institutions have $197B invested in AbbVie in 2023 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 1,251 increasing their positions, 1,359 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $3.15B | Put options by funds: $2.04B

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

0.07% less ownership

Funds ownership: 69.85%69.77% (-0.07%)

1% less funds holding

Funds holding: 3,1683,139 (-29)

8% less repeat investments, than reductions

Existing positions increased: 1,251 | Existing positions reduced: 1,359

13% less funds holding in top 10

Funds holding in top 10: 348303 (-45)

23% less capital invested

Capital invested by funds: $255B → $197B (-$58.3B)

Holders
3,139
Holders Change
-29
Holders Change %
-0.92%
% of All Funds
50.02%
Holding in Top 10
303
Holding in Top 10 Change
-45
Holding in Top 10 Change %
-12.93%
% of All Funds
4.83%
New
158
Increased
1,251
Reduced
1,359
Closed
117
Calls
$3.15B
Puts
$2.04B
Net Calls
+$1.11B
Net Calls Change
+$1.25B
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
3201
Catalyst Wealth Management
Georgia
-$378K -2,341 Closed
JF
3202
Jump Financial
Illinois
-$364K -2,253 Closed
LBC
3203
Lawrence B. Cohen
-$355K -2,199 Closed
SC
3204
Sierra Capital
Florida
-$345K -2,136 Closed
DCM
3205
Deuterium Capital Management
Florida
-$303K -1,984 Closed
FA
3206
Fiducient Advisors
Illinois
-$320K -1,980 Closed
AMG
3207
Advisors Management Group
Wisconsin
-$298K -1,843 Closed
AAM
3208
Austin Asset Management
Texas
-$247K -1,839 Closed
PFA
3209
Peak Financial Advisors
Colorado
-$295K -1,824 Closed
Nomura Holdings
3210
Nomura Holdings
Japan
-$268K -1,754 Closed
CCG
3211
Coastwise Capital Group
California
-$283K -1,750 Closed
HWP
3212
Heritage Wealth Partners
Ohio
-$255K -1,704 Closed
ICA
3213
Infrastructure Capital Advisors
New York
-$272K -1,681 Closed
BFP
3214
Briaud Financial Planning
Texas
-$264K -1,634 Closed
SFC
3215
SYM Financial Corp
Indiana
-$254K -1,572 Closed
OWA
3216
Outlook Wealth Advisors
Texas
-$249K -1,540 Closed
EGM
3217
Engineers Gate Manager
New York
-$246K -1,521 Closed
UOTTAIMCU
3218
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$242K -1,500 Closed
CP
3219
Coho Partners
Pennsylvania
-$237K -1,464 Closed
BIA
3220
Bigelow Investment Advisors
Maine
-$235K -1,456 Closed
FSC
3221
Full Sail Capital
Oklahoma
-$234K -1,449 Closed
GCAC
3222
Guardian Capital Advisors (Canada)
Ontario, Canada
-$219K -1,440 Closed
SMF
3223
Sterling Manor Financial
New York
-$220K -1,364 Closed
RIM
3224
Rockbridge Investment Management
New York
-$220K -1,359 Closed
WKSWA
3225
White Knight Strategic Wealth Advisors
New Jersey
-$220K -1,359 Closed

ABBV Hedge Fund Activity: Q1 2023 in Review

3,139 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in AbbVie (ABBV) for Q1 2023, worth a combined $197B — down 23% from $255B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new ABBV positions and 117 closed out — a net gain of 41 holders — while 1,251 added to existing stakes and 1,359 trimmed.

The largest buyer was Charles Schwab, adding an estimated $1.91B. The largest seller was Capital International Investors, cutting an estimated $665M.

  • 3,139 institutional investors held AbbVie (ABBV) as of Q1 2023, down from 3,168 in Q4 2022.
  • Funds reported $197B of AbbVie stock for Q1 2023, down 23% quarter-over-quarter.
  • 158 funds opened new AbbVie positions in Q1 2023 and 117 closed out, a net change of +41 holders.
  • The largest AbbVie buyer in Q1 2023 was Charles Schwab, an estimated $1.91B added.
  • The largest AbbVie seller in Q1 2023 was Capital International Investors, an estimated $665M sold.

Based on aggregated 13F filings for Q1 2023.